What Percentage of Your Retirement is
Pre-Tax, After Tax or Tax Free?

Find Out Now

TaxSmart

 

 

Here's What You'll Learn...

  • How 401k plans shift responsibility onto you, the employee, and the tax costs from your 401k you’ll need to cover in your retirement.
  • The impact of taxation on your retirement and the income you can safely withdraw from your retirement accounts.
  • What SMART, the Strategic Movement Around Retirement Taxation®, may contribute to your retirement.

To learn what percentage of your retirement savings are Pre-TaxAfter Tax and Tax Free use the calculator below to receive your personalized tax diversification report.

Safe Money Partners and the information contained on this website is not intended to be a source of advice or credit analysis with respect to the material presented, and the information and/or documents contained in this website do not constitute tax or investment advice. Legacy Planning Associates does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.